Investing

Roberta Rafaloff, with MetLife, says plan sponsors should stop discussing annuities as if they are investments.

Institutional portfolios using the endowment model grew 4.95% (on a total return basis) for the quarter ended March 31, 2017, according to the Endowment Index.

Among DB plan participants who were given a choice between a lump sum or an annuity, fewer than half said that, at the time they made their decision,...

The majority of TDF providers continue to construct their TDF portfolios using proprietary funds as the underlying investments, Mercer finds, “despite reports of plan sponsor unbundling trends.”

Canadian pensions do a good job of keeping costs down, diversifying and using alternative investments.

Just 10% of respondents to a survey by State Street say they view fiduciary duty as a barrier to ESG integration.

Interest rate moves, changes in collateral and ETF usage is driving a higher demand for securities lending programs from institutional investors, such as DB plans.

Governmental plan sponsors are generally not policed by ERISA, but they face their own set of “old, obscure laws” that can apply many restrictions on how or how...

These investment vehicles may pose pricing and regulatory advantages that could seem attractive to plan sponsors.

Money market fund regulation previously led to investor demand for government funds.

Leaders from J.P. Morgan encourage DC plan sponsors and advisers to strongly consider offering participant support on such challenging topics as tax optimization and when/how to claim Social...

Authors of a new research report tell PLANSPONSOR they were surprised by just how well the Roth approach performed in the comparative analysis versus traditional IRAs. 

The expanding flexibility for retirement income solutions is a key trend in the DC plan space for 2017, Cerulli says.

Across DB and DC plans, retirement assets total $19.1 trillion, according to data from a Federal Reserve report on  DB and DC asset holdings and flows.

Workers are using the profits from their employee stock purchase programs wisely, such as paying down debt or reinvesting the money in their retirement plan.

Trading activity was relatively light among DC plan investors during February, according to data provided by Aon Hewitt.

President Trump’s infrastructure spending proposal and other pro-growth economic strategies could have a positive effect on real assets if they are successfully implemented; DC and DB plans may...

The investment firm took in more TDF assets than any other company: $96 billion.

GMO looked at the performance of various TDF factors over a 40-year period to help guide TDF selection.

A new study by Vanguard offers insight into TDF adoption trends